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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,084 | $84,236-63.1% | $170,435-81.8% | $70,126-55.7% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 12.60% | 23.06%-10.5pp | 205.94%-193.3pp | 73.15%-60.5pp |
| Employer contribution / active EE | $2,123 | $3,387-37.3% | $5,432-60.9% | $2,343-9.4% |
| Participant deferral / active EE | $3,175 | $3,086+2.9% | $4,939-35.7% | $3,332-4.7% |
| Admin fee / account holder | $6 | $5,698-99.9% | $13,881-100.0% | $4,645-99.9% |